| Name | Title | Ownership | Since |
|---|---|---|---|
| David Houghton Wood Control | Chief Visionary Officer | 25-50% | 2022 |
| Eric Dale Hall Control | Chief Executive Officer | 25-50% | 2022 |
| Jill Ann Batley Control | Chief Compliance Officer And President | Under 5% | 2022 |
Gateway Wealth Partners, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Gateway Wealth Partners, LLC reports 66 employees.
Gateway Wealth Partners, LLC is based in Appleton, WI and has been SEC-registered since 2022.
Gateway Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 W. Lawrence Street, Suite 304, Appleton, WI 54911 |
| Phone | (920) 731-9293 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $487.5M |
| Non-discretionary | $762.2M |
| Total (RAUM) | $1.25B |